The CoInvest Report is linked with Members who contribute to the Coinvest/Incolink Long Service Leave Scheme. The report provides figures of contributions per pay event within the date range selected.
To Set up CoInvest
Create Flat scale obligations at the state level, Obligation code must be COINVEST and define the rates
Mark the allowances as "Co Invest exempted" where ever applicable
Under application options->Payroll, define CoInvest Registration number and due dates.
Run the report: Reports->Management-> CoInvest Report
If long Service leave is required for a booking please review
Long Service within Mult- Shift booking
How to enter bookings for multiple shifts/dates
Authorised Users can access the report by selecting:
Reports > Payroll > CoInvest
To Record your Members CoInvest Details
Please create a document called Coinvest with the requirements of Start Date and Reference number - you then are able to report on this
Member Masters - Documents - Either set up as health, training or standard document
The reports you could use are -